See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,589 | $165,335+21.3% | $149,696+34.0% | $158,922+26.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.74% | 348.15%-313.4pp | 276.60%-241.9pp | 302.83%-268.1pp |
| Employer contribution / active EE | $9,148 | $5,103+79.3% | $4,644+97.0% | $4,761+92.1% |
| Participant deferral / active EE | $18,633 | $7,181+159.5% | $6,842+172.3% | $5,982+211.5% |
| Admin fee / account holder | $1,069 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |